Overview
Assets Under Management: $188 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
BLUE CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304083), BLUE CAPITAL, INC. is subject to fiduciary duty under federal law.
BLUE CAPITAL, INC. is headquartered in OMAHA, NE.
BLUE CAPITAL, INC. serves 54 high-net-worth clients according to their SEC filing dated July 17, 2024. View client details ↓
According to their SEC Form ADV, BLUE CAPITAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BLUE CAPITAL, INC. manages $188 million in client assets according to their SEC filing dated July 17, 2024.
According to their SEC Form ADV, BLUE CAPITAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,194
Discretionary Accounts: 1,194
Regulatory Filings
CRD Number: 304083
Last Filing Date: 2024-07-17 00:00:00
Website: https://bluecapitalwealth.com